WFA of San Diego’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.8K | Buy |
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|
2024
Q3 | $54.7K | Hold |
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|
2024
Q2 | $56.4K | Buy |
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|
2023
Q3 | $74.2K | Hold |
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|
2023
Q2 | $81.8K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $119K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $91K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $187K | Buy |
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|
2021
Q3 | $167K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.9M | Buy |
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